Estate & Trust Tax Senior | Hybrid, Growth Path

Software Placement Group; Salem (OR); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Excellent benefits package

Performance bonuses

5% 401K employer contribution

Job summary

Software Placement Group in Albany, OR is seeking a Tax Senior to specialize in estate and trust tax within a well-established regional CPA firm. This hybrid role offers exposure to SEC and closely held clients across multiple industries, with responsibility for accurate and timely tax returns.

The position emphasizes supervision, coaching, and development of tax staff, with strong opportunities for advancement and a comprehensive benefits package including the potential for performance bonuses

Qualifications

• 2-5 years' experience in public accounting with progression in tax complexity, scope, and research
• Some estate and trust tax experience
• Minimum one year supervising and directing the work of tax preparers

Responsibilities

• Perform tax compliance and review and approve tax returns and governmental tax examinations of any complexity
• Demonstrate thorough knowledge and proficiency in advanced technical skills necessary for advising clients
• Handle all tasks related to client service, ensuring assignments are completed within budgeted time
• Maintain familiarity with the qualifications of all tax staff members and review staff assignments for appropriateness
• Supervise tax staff and provide on-the-job training
• Support the development, coaching, and training of Semi-seniors and Staff accountants
• Understand the qualifications of all Tax staff members to guide their training and development needs
• Participate in reviews and evaluations of the Tax Department

Skills

Leadership

Client service

Tax research

Education

Bachelor's degree in accounting

Master's degree in taxation (preferred)

Job description

Software Placement Group in Albany, OR is seeking a Tax Senior to specialize in estate and trust tax within a well-established regional CPA firm. This hybrid role offers exposure to SEC and closely held clients across multiple industries, with responsibility for accurate and timely tax returns.

The position emphasizes supervision, coaching, and development of tax staff, with strong opportunities for advancement and a comprehensive benefits package including the potential for performance bonuses